Regal Wealth Group’s NIO NIO Stock Holding History

Regal Wealth Group’s Portfolio NIO Stock Details NIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-500	Closed	-$19K	–	179
2021 Q1	$19K	Buy	500 +200	+67%	+$10.2K	0.01%	147
2020 Q4	$15K	Buy	+300	New	+$11.6K	0.01%	144

Other funds holding NIO

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Regal Wealth Group's NIO Position: Q2 2021 in Review

Regal Wealth Group sold out of NIO (NIO) in Q2 2021, closing a stake of 500 shares — an estimated $19K sold.

Regal Wealth Group first reported a position in NIO in Q4 2020 and held it in 2 quarters. The position peaked at $19K in Q1 2021. 661 funds tracked by Wall St. Rank hold NIO as of Q2 2021.

Regal Wealth Group reported no remaining NIO position as of Q2 2021 after selling out during the quarter.
Regal Wealth Group sold 500 NIO shares in Q2 2021, an estimated $19K.
Regal Wealth Group first reported a position in NIO in Q4 2020 and held it in 2 quarters.
Regal Wealth Group's NIO position peaked at $19K in Q1 2021.
661 funds tracked by Wall St. Rank held NIO as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.